About

We love the power of dentistry and every minute dental professionals spend performing tasks such as bookkeeping, payroll, and tax filings is time that could be spent changing people's lives and making them smile.

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Our Team

Merit Accounting's mission is to provide guidance and clarity. The key to financial success for any dental practice is adopting a budgets, controls and goals that will guide your financial decisions on a day to day basis. In addition, understanding and controlling how money flows in and out of your practice will free you from financial stress and empower you to achieve your most important goals as a dentist.

 

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Jeff Gullickson, CPA

Managing Partner

Kelsie Kirkpatrick

Founding Partner

Kathleen West

Services

For the dentist who wants an expert partner to a take the daily financial tasks out of their hands and allow them to concentrate on the dentistry.                                               

  • Bill paying services
  • Record revenue and expenses
  • Review and reconcile End of Days reports to bank deposits
  • Monthly reconcile of bank, credit cards and loans
  • Record keeping for all revenue reports and expense invoices
  • Review of office cash and revenue controls
  • Run payroll and coordinate direct deposits to employees
  • Prepare and file all required payroll tax filings
  • Prepare yearly 1099-MISC reports
  • Prepare personal property tax returns
  • Access to dental records through cloud based Xero software
  • Prepare monthly management reports
  • Yearly budget and goals meeting

“I’ve been very impressed with everyone involved in the Merit family of services. They have worked with me to craft a smart, coherent plan that applies across all the areas of my life. I rest easier knowing where we’re headed, and I appreciate how their services have helped me make more time for what really matters to me.”
- Dr. Brian Jacobsen

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For the dentist that wants an advisor to handle the daily financial requirements for the practice and step along side them throughout the year for planning and growth strategies.                                                   

  • Bill paying services
  • Record revenue and expenses
  • Review and reconcile End of Days reports to bank deposits
  • Monthly reconcile of bank, credit cards and loans
  • Record keeping for all revenue reports and expense invoices
  • Review of office cash and revenue controls
  • Run payroll and coordinate direct deposits to employees
  • Prepare and file all required payroll tax filings
  • Prepare yearly 1099-MISC reports
  • Prepare personal property tax returns
  • Access to dental records through cloud based Xero software
  • Provide real time reporting including budget and trend analysis
  • Prepare monthly management reports
  • Monthly phone calls to review practice goals and progress
  • Yearly budget and goals meeting

"I feel like I have a CFO for my practice, which allows me to spend way more time and energy on the things that I love: family, dentistry and life. The ROL (Return on Life) for me in working with you guys is through the roof. I recommend you to all of my friends and colleagues. And they all say how much you have improved their lives as well."
- Dr. Adam Kirkpatrick

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Tax compliance is also part of running a business and you can add our tax services to either of the above packages. In addition to the return preparation, we will be there with you throughout the year to ensure that tax planning is done throughout the year.

  • Scheduled quarterly tax planning phone calls
  • December tax planning review meeting to analyze potential year-end tax planning opportunities
  • Unlimited phone and email availability for tax questions
  • Preparation and filing of 2016 federal and state personal income tax returns
  • Preparation and filing of 2016 federal and state corporate or partnership income tax returns

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We believe in the value of comprehensive financial planning. Financial planning is one of the most important services that successful people use to create an extraordinary business career and personal life.

Most successful people have one thing in common: they want to get more out of their lives, and they don’t want to spend their time doing things they aren’t interested in or good at. Our firm specializes in helping you identify what’s most important to you and your family and how you can spend more time doing the things you really enjoy and less time doing things you would rather not do.

Comprehensive financial planning integrates all key areas of your financial life.

For more information visit: www.meritwealth.com

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We want to work with you.

Notice: Due to the personal services we provide our clients, Merit Accounting is only accepting limited clients by referral.
Thank you.

Address

61239 Tetherow Drive
Suite #209
Bend, OR 97702

Mailing Address 

320 SW Century Drive
Suite 405-355
Bend, OR 97702

Phone

888.728.7836